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  • Infographic:  5 Easy Ways to Live a More Frugal Life

    Kacy Reece

    When you start to think about the ways in which you can live a more frugal life, the possibilities are endless. However, saving isn't always about cutting everything out. Instead, you can focus on small opportunities to help put away a few extra dollars here and there – such as checking out a movie at the library or taking public transportation when possible. Here are a few simple ways to save money without giving up the things you love.

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  • Infographic: Top 5 Things Every Beginning Investor Needs to Know About the Stock Market

    Infographic: Top 5 Things Every Beginning Investor Needs to Know About the Stock Market

    When you flip to the financial section of the newspaper there seems to be one thing that everyone is always talking about: The Stock Market. If you're just starting to familiarize yourself with the world of investing, you first need to know what everyone is talking about when they refer to this ubiquitous term.

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  • Infographic: IRS Announces 2019 Retirement Plan Limits

    Infographic: IRS Announces 2019 Retirement Plan Limits

    Do you know what's changing for retirement plans in 2019? The IRS has announced the 2019 plan limits and these changes will take effect in the upcoming tax year on retirement-related items.

    Why are these numbers important to you? There are limits to how much you can contribute to your retirement account and they can change from year-to-year, so it's important to stay up-to-date. Check out our infographic that details all the changes you'll want to be aware of for the coming year. 

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  • Investment Basics: How Risky Are You?

    Investment Basics: How Risky Are You?

    Fill out our Risk Tolerance Questionnaire to measure your appetite for risk when it comes to investing.         

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Webinars
  • MoneyNav Academy Worksop: What's Next? Life After Work Workshop

    MoneyNav Academy Worksop: What's Next? Life After Work Workshop

    We focus on the key decisions in the final few years of your working career. While this presentation covers critical components to ensure your money will last throughout your retirement, an even greater emphasis is placed on the “softer side” of retirement. We find that very few people take the time to think through the various non-money related areas that create a truly successful retirement. This requires some thoughtful planning to help keep you socially engaged, utilize your talents to serve/volunteer/give back, as well as doing some serious relaxing for all your years of hard work.

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  • MoneyNav Academy Worksop: Cultivating Your Credit Workshop

    MoneyNav Academy Worksop: Cultivating Your Credit Workshop

    Throughout this workshop, we explore the history of how credit cards have grown to become such a prominent part of our everyday life. We outline the key areas to be cognizant of when using your card, and answer questions such as what makes-up a FICO score, how interest rates can have an impact, and what steps you can take to protect yourself.

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  • MoneyNav Academy Worksop: Social Security: Get It Before It's Gone?

    MoneyNav Academy Worksop: Social Security: Get It Before It's Gone?

    This Social Security workshop provides an overview of the current Social Security system, how benefits are calculated, and how employees can maximize their benefits for the future. We walk employees through claiming strategies, the impact timing can have on their total Social Security benefit, and the questions they should be asking themselves prior to claiming.

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  • MONEY HACKS: Is Roth Right for You?

    roth eggsI recently saw a presentation from one of my amazing peers, Jeanne Fisher - @financialjeanne, and she brought up an important #401(k) stat... “Less than 10% of retirement contributions are going in Roth and yet a vast majority of investors and savers should be saving Roth.”

    The decision to save in your 401(k) either Pre-tax or Roth is an important one, based on basically one key point: which allows you to pay the least amount in taxes over your lifetime? In this Money Hacks episode, I explain why more people should be saving Roth now. If you want more information on Roth vs. traditional 401(k), check out our content on MoneyNav.

  • MONEY HACKS: Where’s my Money, Equifax?

    credit cardsIn 2017, Equifax had a massive security breach and they’ve agreed to a nearly $700 million settlement payout. The settlement states that an individual who had his or her data hacked is eligible to receive either up to ten years of free credit monitoring or claim a $125 payment. To determine if you are among the more than 140 million Americans whose information was compromised by the Equifax breach, use the Equifax claim verification form. In this Money Hacks episode, I explain why most people will probably never see that $125... but why credit monitoring is key! If you want more information on the Equifax breach check out our article here.

  • MONEY HACKS: What Do You Need to Know About Insurance?

    AdobeStock_221619558We speak with many investors, savers, and employees with questions about insurance. While health insurance is a common topic and benefit for most, many individuals and families don’t fully recognize the importance or value of four (4) other types of insurance, as well as key questions – what kind should I have, how much do I need, what does my employer offer?

    In this Money Hacks episode, I’m joined by my good friend and financial planning guru, Jason Dahl. He’ll answers some of these questions here.

    Also, if you want more be sure to check out our other insurance articles from Jason on MoneyNav and reach out to us with any questions!

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